By: Eric Parker
Eric Parker lives in Seattle and has been teaching Tableau and Alteryx since 2014. He's helped thousands of students solve their most pressing problems. If you have a question, feel free to reach out to him directly via email. You can follow him on LinkedIn or sign up for a Tableau Office Hour to work with him directly!
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Many organizations report against a fiscal calendar. If your organization's fiscal year doesn't start in January and you've tried to display values against fiscal periods in Tableau, you probably know exactly what I'm talking about.
When fiscal date periods are being compared, it's usually Fiscal Years or Fiscal Quarters. Let's imagine you are asked to build a chart which compares business segment values from the current Fiscal Quarter to Date versus the same period last year. Where would you start?
Unfortunately, there is no single-click, out of the box solution for this inquiry in Tableau. However, with a few custom calculations, you can accomplish exactly what you want!
Check out this video to learn more about calculating fiscal quarter to date values for this quarter, last quarter, and this quarter from the prior year!
Related Resources
Calculate Quarter to Date vs. Previous Quarter to Date in Tableau.
Fiscal Year to Date vs. Prior Fiscal Year to Date in Tableau.
Calculations
[Order Date - FY]
DATEADD('month',11,[Order Date ])
[Today - FY]
DATEADD('month',11,TODAY())
[Sales - Current FQTD]
IF DATEDIFF('quarter',[Order Date - FY],[Today - FY]) = 0 THEN [Sales] END
[Sales - Prior FQTD]
IF DATEDIFF('quarter',[Order Date - FY],[Today - FY]) = 1
AND [Order Date - FY] <= DATEADD('quarter',-1,[Today - FY])
THEN [Sales]
END
[Sales - Prior Year FQTD]
IF DATEDIFF('quarter',[Order Date - FY],[Today - FY]) = 4
AND [Order Date - FY] <= DATEADD('quarter',-4,[Today - FY])
THEN [Sales]
END
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